Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you F. joseph? Claim Your ProfileF. Joseph Feeney is a financial professional with over 20 years of experience in the industry. F. Joseph Feeney is currently registered with Avantax Advisory Services in Manchester, Maryland. F. Joseph Feeney has previously held positions with MetLife Securities Inc., Metropolitan Life Insurance Company, American Express Financial Advisors Inc. and IDS Life Insurance Company. F. Joseph Feeney holds the Series 7 and Series 66 securities licenses, and is also a Certified Financial Planner. F. Joseph Feeney provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans. F. Joseph Feeney is also an agent for Avantax Insurance Agency, LLC, offering equity indexed annuities.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
MD
03/08/2006 - Present
Avantax Advisory Services (MANCHESTER MD)
MA
04/30/2001 - 09/20/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/30/2001 - 09/20/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MN
07/23/1999 - 04/25/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/23/1999 - 04/25/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/11/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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